After installing Infor CRM 8.4 I noticed that the online help stopped working and generated a browser error. Infor is aware of this and published an article with instructions to correct this. KB 1962133 “The name of the Infor server that hosts Infor CRM Online help has changed. This will cause a 404 error when […]

There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Realignment.
There is a tool in Infor CRM to globally replace data in Contact/Account Fields.
But, I cannot find a way to update Lead ownership within Infor CRM. How is this accomplished in the interface?

Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the Infor Client.
The issue was that when typing in the Notes fields, the text would continue on and on in one straight line, rather then wrapping to the next line.
They want to know if there was a way to wrap that text?

Question:How do I make sure my Base Directory is set correctly on Infor CRM ?
Recently I had a customer that had created a backup of their LIVE database and restore it for testing purposes.
When they restored the database and deployed, they did not check the base directory settings for the Slxclient in the IIS settings.
It was still pointing to the LIVE database server and deployed to the server.
All changes made to the database by users wer...

I had a user ask how to fix a corrupt picklist.
The picklist did not show any values when trying to edit the picklist values in the Administrator section of the Web Client .
You are able to add a new entry and it shows up in the picklist, but the existing values are not there.

I had a user ask me what is the best way to figure out database statistics:
1. How many records are in my database?
2. What is the version of Infor CRM that I am running?
3. What Licenses do I own for Infro CRM?

This week I received a question about a particular picklist. One of the picklist items, when chosen, would not show up in the field. If another item was chosen with it, the other item would show up, but if you went back into the picklist, the first was not checked. It was doing strange things and would not stick in the field.

I had a question from a user the other day about a Boolean field they had created and added to a screen.
After creating the field and building and deploying they were getting an error in the Infor CRM web client.
The error was referencing the Boolean field not being the correct field type.